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☆ Morgan Stanley says the global education market will be worth $8 trillion, and names 4 stock picks
▼ + stars: | 2023-05-08 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Global spending on education will be worth $8 trillion by 2030, Morgan Stanley predicts, saying there are opportunities in the market that are "just beginning to be enabled by technology." Stock picks Morgan Stanley named seven stock picks to capitalize on the trend. 3P Learning : Morgan Stanley said the Australian firm is a "distinct" product that reaches a wide variety of groups – schools, teachers, parents and home users. Arco Platform : Morgan Stanley says Arco is a leader in Brazil's K-12 learning systems, and has a presence throughout the country. YDUQS : Morgan Stanley noted the firm, which is also a Brazilian player, is committed to being accessible and affordable to lower-income groups.

☆ Intel vs. AMD? Analysts prefer one stock for its long-term push in A.I.
▼ + stars: | 2023-05-05 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

AMD For Morgan Stanley, AMD is well set up for the second half of this year. "While AMD stock could be under pressure near-term, we expect some recovery as the company outlines its AI vision and potential for growth in its unique converged AI (MI300) product," they wrote. According to FactSet, analysts covering AMD give the stock average potential upside of 22%. Intel Morgan Stanley believes that Intel's revenues "have found a bottom," and margins are set to recover in the second half of the year. According to FactSet, analysts covering Intel give the stock average potential upside of just 1.3%.

☆ Morgan Stanley's Slimmon says it's dangerous to be too defensive, names top 'offensive' stock picks
▼ + stars: | 2023-05-04 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

"I do not see much upside in the market near-term," Slimmon, senior portfolio manager at the firm, said in notes sent to CNBC on Tuesday. Stocks to buy Slimmon said it's time to buy some "offensive" stocks. Offensive stocks are those that tend to do well when the market goes up, while defensive sectors are the sectors that outperform when the market goes down. "So I think it's very dangerous to own just very defensive stocks … I think you want some offensive in your portfolio," Slimmon told CNBC's " Squawk Box Asia " on Tuesday. Near-term opportunity Slimmon said there's one area he sees as a near-term opportunity: China.

☆ As lithium prices bounce, analysts love these stocks — giving one 155% upside
▼ + stars: | 2023-05-03 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

After a tough few months, lithium — a battery metal crucial in electric vehicles — is back in the spotlight as prices start to rebound. By the end of last week, however, lithium prices had started to bounce back. "Lithium prices in China gained for the first time this year on signs demand growth may be finally gathering pace … [and] amid thinning inventories across the supply chain," the ANZ Research analysts added. Canadian miner Sigma Lithium stood out for getting the highest potential upside from analysts at 155%, and a buy rating from 75% of analysts. Stocks that received a 100% buy rating included American EV battery maker Microvast Holdings and Australian miner Piedmont Lithium .

☆ Analyst Mark Mahaney shares his top two tech stock picks, giving one 152% upside
▼ + stars: | 2023-05-02 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

And top tech analyst Mark Mahaney of Evercore ISI is giving one tech stock further upside: Meta . He pointed to the monetization of Meta's Reels product, via "better and better" campaign tracking and performance management. "I think this is a global opportunity for Meta but it's particularly strong in markets where WhatsApp is particularly strong," Mahaney said, adding that the strategy is under-monetized. 2 pick Mahaney said his second pick in large-cap tech would be ride-hailing app Uber . Mahaney gave Uber a price target of $75, implying potential upside of 152%.

☆ Goldman Sachs and Morgan Stanley say these chip stocks have more upside — giving one nearly 50%
▼ + stars: | 2023-04-28 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

CNBC Pro trawled through Wall Street research to look for semiconductor stocks that Goldman Sachs and Morgan Stanley expect will grow in value. Morgan Stanley In an April 24 note, Morgan Stanley said it expects a "headwind for most broad based companies" toward the second half of the year. Wolfspeed : Morgan Stanley said execution "will be key" as the company creates new manufacturing capacity. ON Semiconductor : Morgan Stanley said the company could have an earnings stream that is "likely more recession proof than the higher end analog names." Goldman Sachs Goldman named two buy-rated semiconductor stocks in an April 23 report: KLA Corporation and Impinj .

☆ Investor warns it's 'looking a lot like the tech bubble' and names 3 cheap stocks to buy outside it
▼ + stars: | 2023-04-27 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

The S & P 500 is "supported" by just seven mega-cap tech stocks right now — and it's starting to look a lot like the 1990s tech bubble, one analyst told CNBC on Wednesday. "The S & P 500 [is being] supported by a few expensive mega cap techs," said Eric Lynch, managing director of Scharf Investments. Seven companies — Apple , Microsoft , Nvidia , Meta , Tesla , Amazon and Alphabet — account for 95% of the S & P 500's total return in the first quarter, he noted. "To us this looks a lot like the tech bubble in 1990s when tech gave the world massive outperformance over value, over mid cap small caps, international stocks," he told CNBC's " Street Signs Asia. " Stock picks Lynch named three stocks he said are cheap right now.

☆ Thinking of buying tech stocks? Here's how to manage risk, according to a fund manager
▼ + stars: | 2023-04-26 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Tech stocks were in bear territory for much of last year, but have been a bright spot so far in 2023 despite the uncertainty. Ben Rogoff, a portfolio manager at Polar Capital with 25 years of investing experience, has a strategy for mitigating risk when investing in growth stocks such as tech. A call option is a contract to buy a stock at a certain price at a set time in the future. The option value increases if the stock price rises above that set price. Other markets for tech Rogoff said although the U.S. is the dominant market for technology, he's also looking elsewhere.

☆ Want to cash in on 'clean' hydrogen? HSBC shares its stock picks — giving one over 110% upside
▼ + stars: | 2023-04-25 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Analysts have been very bullish about investing in an area of clean energy: hydrogen. "Clean" hydrogen remains a "more compelling" decarbonization option than batteries when it comes to trucks, ships, trains and planes, HSBC said in an April 20 note. Clean energy has been gaining impetus with the U.S. Inflation Reduction Act, and some regard hydrogen as a renewable power source. It gave the stock a price target of 80.30 yuan ($11.60), or potential upside of 114%. HSBC gave the stock a price target of 21 euros ($23), or potential upside of 32%.

☆ This tech company is the 'best possible beneficiary' of A.I., says fund manager
▼ + stars: | 2023-04-24 | by ( Weizhen Tan | ) www.cnbc.com time to read: +1 min

But there's another tech giant that looks likely to be the "best possible beneficiary," according to Ben Rogoff, a portfolio manager at Polar Capital with 25 years of investing experience. That's Apple , Rogoff told CNBC Pro Talks last week. Rogoff noted that Apple is in both the devices market — with its Apple Watch, phones and tablets — and in content — via its app store. Besides Apple, Rogoff told CNBC Pro Talks that four other large-cap stocks are driving some of the biggest and most tangible advancements in artificial intelligence. "It's still very early, but ChatGPT described as the iPhone moment for the artificial intelligence technology industry feels about right to us."

☆ Bank of America or Citi? Analysts say one stock is set to soar 50%
▼ + stars: | 2023-04-21 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

Two of them were Citi and Bank of America , both of which exceeded forecasts on revenue and other metrics. Bank of America: 'Superior resiliency' Bank of America continues to demonstrate a "Goliath is Winning" theme, Wells Fargo said in an April 18 note. The bank's earnings came in at 94 cents per share, above Wall Street's estimate of 82 cents, according to Refinitiv. Wells Fargo gave Bank of America a price target of $45, or potential upside of nearly 50% from Wednesday's close. Wells Fargo gave Citi a price target of $62, or potential 24% upside from Wednesday's close — smaller than the upside it gave Bank of America.

☆ The 'real leader' in the S&P 500 isn't Apple or Microsoft — it's this stock, analyst says
▼ + stars: | 2023-04-20 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Tech stocks also make up much of the S & P 500, with the information technology sector forming 25.6% of the index, according to FactSet. "The leaders this year are definitely Apple and Microsoft ," Louis Navellier, chairman at Navellier & Associates, told CNBC's " Street Signs Asia " on Wednesday. "They are now the highest weightings ever in the S & P 500." "It dominates graphics chips, it dominates AI chips," he said, adding that Nvidia makes the "best" self-driving systems. Other stock picks Apart from Nvidia, Navellier had three other stock picks with high expected earnings growth.

☆ These 6 global stocks are 'Buffett-style' picks, according to Credit Suisse
▼ + stars: | 2023-04-19 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Warren Buffett 's Berkshire Hathaway raised its stakes in five Japan stocks — a good sign for investors in Japan, according to Credit Suisse. "This, together with Berkshire Hathaway's recent issuance of JPY bonds, has put the spotlight on value and quality investment opportunities in Japan," Credit Suisse said in a April 14 note. In light of those developments, Credit Suisse analysts said in the note that they've screened for stocks in Japan that are "Buffett-style picks" — that is, they have characteristics typical of Buffett's holdings. Value: Stocks with earnings yield in the top 25% of stocks the bank screened. They should also have above-median dividend yield, as well as above-median five-year dividend growth and next 12-month dividend growth.

☆ Analysts love these 15 cheap stocks — and give one 250% upside
▼ + stars: | 2023-04-17 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

But investors still have to contend with uncertainty as analysts continue to warn of a recession this year. Stock screen CNBC Pro screened for stocks in the S & P 500, Nasdaq Composite and MSCI World for cheap stocks with big upside. They met the following criteria: Stocks trading at a lower forward price-to-earnings ratio relative to their average five-year forward P/E multiple; "Buy" ratings from at least 40% of analysts covering them; Upside to average price target of 30% or more. First Solar and Broadwind Energy stood out for having among the highest potential upside on the list at 175% and 250%, respectively. Of the stocks on CNBC's screen, Valero Energy is trading at the steepest discount at 95%.

☆ Should investors buy regional bank stocks? A bull and a bear weigh in — and share 3 top picks
▼ + stars: | 2023-04-17 | by ( Weizhen Tan | ) www.cnbc.com time to read: +5 min

A bull and a bear on U.S. regional banks faced off on CNBC's " Street Signs Asia " on Thursday and shared their stock picks. 'Not the environment' for regional banks It's "not the environment" for regional banks right now, said Brian Stutland, portfolio manager at Equity Armor Investments. Stock picks For investors still keen on regional bank stocks, Marinac said his top two picks are Fifth Third Bancorp and First Citizens . First Citizens announced in late March that it will buy over Silicon Valley Bank's deposits and loans. He highlighted "the fact that [regional bank] stocks are down 40% when you've had earnings down about 5%.

☆ 'A hidden gem': Barclays names 3 stocks to buy in an overlooked area of health care
▼ + stars: | 2023-04-14 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

There's a global investing opportunity in a corner of health care that is both "significant and underappreciated," according to Barclays. For Nestle, that shift is also a catalyst for more growth in China as the market expands, the bank said. "We view it as a 'hidden jewel' where we expect increased investment from the new management team," Barclays said. German health care company Fresenius is also a "clear beneficiary" of the shift toward enteral nutrition, as it's set to leverage its leadership position in China in that area, the bank said. It also has a strong position in enteral in the region, positioning it to benefit from the high potential for growth."

☆ Morgan Stanley's Slimmon names 'attractively priced' stocks to beat the economic uncertainty
▼ + stars: | 2023-04-13 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Morgan Stanley's Andrew Slimmon expects an economic slowdown in the U.S. will happen later than many have predicted. And I think that's when we will hit a slowdown and I suspect it's coming later than what many people have been predicting," said the senior portfolio manager at Morgan Stanley Investment Management. Here's what investors can buy and avoid in the face of that uncertainty, according to Slimmon. Be wary of 'very large' stocks He said he would be particularly cautious on "very large" stocks right now, referring to FAANG — Facebook (now Meta ), Amazon , Apple , Netflix and Google (now Alphabet ). "It's not a cheap stock, but to me, that's a defensive stock that you want to own in this environment as well."

☆ Citi just named 4 new picks, including a Buffett-backed stock it says could soar 70%
▼ + stars: | 2023-04-12 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Citi gave the stock a price target of $180, implying about 11% upside. The bank gave the stock a price target of $44, giving it almost 40% upside. It gave the stock a price target of $50, implying about 23% upside. Citi gave it a price target of $45, or 71% potential upside. 'Great defensive trade' It comes as Citi's Chronert told CNBC he still sees opportunities in some sectors, despite the market volatility.

☆ Goldman Sachs names 5 buy-rated stocks — giving one more than 70% upside
▼ + stars: | 2023-04-11 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Some of those stocks are on the conviction buy list of the Wall Street bank, which has raised some of their price targets, giving them big upside. Clean technology stocks Goldman gave Israeli solar energy services firm SolarEdge Technologies a price target of $420, or nearly 50% upside, in a March 29 note. It says it maintains a "tactically more bullish view" on SolarEdge, which is also on Goldman's conviction buy list. Mercedes-Benz Goldman gave the automaker a price target of 96 euros ($105), or around 42% upside, in an April 6 note. Financial services and insurance stocks Goldman upgraded insurer Corebridge Financial's rating to buy, giving it a price target of $23, or potential upside of around 44%.

☆ This hedge fund is beating the S&P 500 and Dow. Here's what its manager is buying — and avoiding
▼ + stars: | 2023-04-10 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Hedge fund manager David Neuhauser's fund has beaten both the S & P 500 and the Dow Jones Industrial Average so far this year. Energy and gold Neuhauser said small-cap energy stocks are behind the fund's outperformance, naming three: Jadestone Energy , Kolibri Global Energy and Vista Energy . That comes as oil prices rose this week after a surprise OPEC+ oil production cut announced in early April. Livermore owns luxury stocks such as LVMH, Ferrari and clothing retailer Canada Goose Holdings . And I think that's going to prove to be an error," he told CNBC.

☆ Asia is aging rapidly. Strategists reveal stocks to cash in — including tech
▼ + stars: | 2023-04-10 | by ( Weizhen Tan | ) www.cnbc.com time to read: +5 min

He recommended the Global X Aging Population ETF , which includes not just health-care companies and pharmaceutical firms, but also wearables and medical device companies such as Cochlear, GN Store Nord and Teleflex. China's 'very promising bets' Investors can look to focus on China's aging population by market reach or income segment, according to Leverage Shares' Rao. As for investors looking to get exposure to China's wealthier income segment, he named Raffles Medical, Asian Healthcare Specialists and IHH Healthcare — stocks that will also give similar exposure in other Asian countries. Dividend payers and financial services High-dividend-paying stocks as well as financial services are set to benefit from the aging population, according to analysts. Another potential beneficiary of aging populations is financial services, according to Rob Clarry, investment strategist at wealth manager Evelyn Partners.

☆ Bank panic created this pocket of opportunity with yields nearing 8%, analysts say
▼ + stars: | 2023-04-06 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

Recent banking turmoil in the U.S. and Europe has been a source of panic, but analysts are pointing to a pocket of opportunity: the preferred shares of the big banks. She said yields on the preferred stocks of the big banks are near 10-year highs. Preferred stocks have characteristics of both stocks and bonds — they trade on exchanges like stocks but they have a face value and pay dividends like bonds. Go big Gilbert said she would focus on preferred shares of the United States' big, national banks instead of its regional ones. How to invest There are many funds dedicated to preferred shares, as well as those that offer preferred shares as part of a larger fixed income allocation, according to Citi.

☆ Want to play higher oil prices? Analysts back these stocks, giving one over 160% upside
▼ + stars: | 2023-04-03 | by ( Weizhen Tan | ) www.cnbc.com time to read: +5 min

OPEC+ oil producers announced output cuts of around 1.16 million barrels a day Sunday, sending oil prices higher . The surprise cut in production could boost oil prices to $100 a barrel and beyond , analysts said. It comes after oil prices dipped last month, falling to $70 per barrel — the lowest in 15 months. Kathleen Flynn | ReutersOPEC+ oil producers announced output cuts of around 1.16 million barrels a day Sunday, sending oil prices higher. The surprise cut in production could boost oil prices to $100 a barrel and beyond, analysts said.

☆ Goldman and others are bullish on copper. Here are some stock ideas that analysts love
▼ + stars: | 2023-04-03 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

The demand surge in metals such as copper, nickel and lithium "has only just begun," according to Goldman Sachs. Demand for copper in particular is set to rise to 17% of total demand for so-called green metals by 2030, according to Goldman, from 7% currently. Meanwhile, UBS in a separate March note was also bullish on the outlook for copper demand, saying there is a $60 billion opportunity in EV charging infrastructure. This will lead to a significant rise in copper demand, the bank added. Copper and gold miner SolGold was the only other firm with a 100% buy rating, although its upside was more limited at over 10%.

☆ Netflix and more: Analyst picks four stocks to ride out the volatility
▼ + stars: | 2023-03-31 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Amid the volatility, McFaddin said she's choosing companies that are "best prepared to weather these storms." However, there's opportunity even amid the heightened uncertainty, she added, naming four stocks to buy: streaming giant Netflix , software company Salesforce , healthcare intelligence organization Icon and retailer Costco . Netflix According to McFaddin, there's an opportunity for the firm to potentially sweep up extra market share as competitors downsize amid a concentrated market. This is especially the case as Netflix is a cash-generative business that doesn't have to raise much capital to finance its growth, she added. "When your position is sticky in the tough times, you have a better chance at continuing to win business when business bounces back," she said.

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